Skip to main content

Resource Management, LLC

SEC CIK
0001731437
Latest filing
Feb 14, 2022

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
182
−5 vs. Q2 2021
Portfolio value
$875.7M
+$1.89M (+0.2%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of Resource Management, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF617,711$265.1M30.3%+4,146+0.7%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF268,997$129.4M14.8%+1,075+0.4%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF745,766$61.1M7.0%+15,897+2.2%Added–
Schwab U.S. Mid-Cap ETF808524508ETF763,860$58.6M6.7%+25,834+3.5%Added–
AAPLApple Inc.Stock295,434$41.8M4.8%−3,193−1.1%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF445,511$33.1M3.8%+51,417+13.0%Added–
Vanguard High Dividend Yield Index ETF921946406ETF260,756$26.9M3.1%−3,667−1.4%Reduced–
EOGEOG Resources IncStock218,750$17.6M2.0%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM238,602$14.0M1.6%−1,186−0.5%ReducedHistory
PXDPioneer Natural Resources CoCOM80,580$13.4M1.5%+642+0.8%AddedHistory
JPMJPMorgan Chase & CoStock73,569$12.0M1.4%+1,525+2.1%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF66,392$10.6M1.2%+63+0.1%Added–
MSFTMicrosoft CorpStock35,909$10.1M1.2%+2,909+8.8%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF154,437$9.89M1.1%+10,521+7.3%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF39,726$6.72M0.8%+1,500+3.9%Added–
CVXChevron CorpStock61,404$6.23M0.7%+924+1.5%AddedHistory
HDHome Depot, Inc.Stock18,119$5.95M0.7%+154+0.9%AddedHistory
TAT&T Inc.Stock218,500$5.90M0.7%−20,698−8.7%ReducedHistory
JNJJohnson & JohnsonStock32,744$5.29M0.6%+261+0.8%AddedHistory
AMZNAmazon Com IncStock1,545$5.08M0.6%+80+5.5%AddedHistory
SUSuncor Energy IncStock235,267$4.88M0.6%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW76,715$4.16M0.5%−2,737−3.4%ReducedHistory
EPDEnterprise Products Partners L.P.Stock182,190$3.94M0.5%−1,245−0.7%ReducedHistory
KMBKimberly Clark CorpStock29,633$3.92M0.4%−480−1.6%ReducedHistory
WMWaste Management IncStock24,866$3.71M0.4%−57−0.2%ReducedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA68,051$3.41M0.4%+68,051New–
iShares Russell 1000 Value ETF464287598ETF20,644$3.23M0.4%00.0%Unchanged–
LLYEli Lilly & CoStock13,291$3.07M0.4%+10.0%AddedHistory
iShares Russell 2000 ETF464287655ETF11,668$2.55M0.3%+144+1.2%Added–
PGProcter & Gamble CoStock17,144$2.40M0.3%+181+1.1%AddedHistory
DEDeere & CoStock6,598$2.21M0.3%−74−1.1%ReducedHistory
MRKMerck & Co., Inc.Stock28,691$2.15M0.2%+851+3.1%AddedHistory
BRK.BBerkshire Hathaway IncStock7,375$2.01M0.2%+33+0.4%AddedHistory
GOOGLAlphabet Inc.Stock743$1.99M0.2%+34+4.8%AddedHistory
PFEPfizer IncStock44,740$1.92M0.2%+570+1.3%AddedHistory
TSLATesla, Inc.Stock2,421$1.88M0.2%+222+10.1%AddedHistory
VZVerizon Communications IncStock33,271$1.80M0.2%+482+1.5%AddedHistory
NVDANVIDIA CorpStock8,548$1.77M0.2%+796+10.3%AddedConverted for a 4-for-1 splitHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 15,103$1.73M0.2%−198−3.7%ReducedHistory
BHPBHP Group LtdADR28,659$1.53M0.2%−23−0.1%ReducedHistory
GOOGAlphabet Inc.Stock574$1.53M0.2%−3−0.5%ReducedHistory
PYPLPayPal Holdings, Inc.Stock5,835$1.52M0.2%+415+7.7%AddedHistory
KOCoca Cola CoStock28,752$1.51M0.2%+815+2.9%AddedHistory
NEENextera Energy IncStock18,532$1.46M0.2%−299−1.6%ReducedHistory
BABoeing CoStock6,540$1.44M0.2%−1,868−22.2%ReducedHistory
LUVSouthwest Airlines CoCOM27,499$1.41M0.2%−1,555−5.4%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF5,027$1.41M0.2%+674+15.5%Added–
Schwab U.S. Broad Market ETF808524102ETF13,499$1.40M0.2%+287+2.2%Added–
WMTWalmart Inc.Stock9,975$1.39M0.2%−49−0.5%ReducedHistory
MARMarriott International IncStock9,267$1.37M0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF6,116$1.36M0.2%+263+4.5%Added–
INTCIntel CorpStock24,522$1.31M0.1%+1,113+4.8%AddedHistory
DISWalt Disney CoStock7,697$1.30M0.1%+536+7.5%AddedHistory
PEPPepsiCo IncStock8,515$1.28M0.1%+300+3.7%AddedHistory
Royal Dutch Shell PLC780259206SPONS ADR A28,265$1.26M0.1%+4,710+20.0%Added–
VVisa Inc.Stock5,491$1.22M0.1%+541+10.9%AddedHistory
SLBSLB LimitedStock40,698$1.21M0.1%+302+0.7%AddedHistory
METAMeta Platforms, Inc.Stock3,497$1.19M0.1%00.0%UnchangedHistory
GSKGSK plcSPONSORED ADR30,147$1.15M0.1%+140.0%AddedHistory
CVECenovus Energy Inc.COM109,000$1.10M0.1%+55,000+101.9%AddedHistory
AEPAmerican Electric Power Co IncStock13,393$1.09M0.1%−184−1.4%ReducedHistory
DUKDuke Energy CORPStock10,977$1.07M0.1%−538−4.7%ReducedHistory
WFCWells Fargo & CompanyStock22,893$1.06M0.1%+1,556+7.3%AddedHistory
HONHoneywell International IncCOM4,836$1.03M0.1%+25+0.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF4,427$968.0K0.1%+1,106+33.3%Added–
COPConocoPhillipsStock14,239$965.0K0.1%−232−1.6%ReducedHistory
UPSUnited Parcel Service IncStock5,257$957.0K0.1%+608+13.1%AddedHistory
POOLPool CorpCOM2,089$907.0K0.1%−8−0.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF2,289$903.0K0.1%+16+0.7%Added–
PSXPhillips 66Stock12,295$861.0K0.1%−42−0.3%ReducedHistory
MOAltria Group, Inc.Stock18,820$857.0K0.1%+52+0.3%AddedHistory
AMGNAmgen IncStock4,006$852.0K0.1%+20.0%AddedHistory
STZConstellation Brands, Inc.Stock3,990$841.0K0.1%−10−0.3%ReducedHistory
CGCCanopy Growth CorpCOM60,658$841.0K0.1%+3,434+6.0%AddedHistory
CATCaterpillar IncStock4,299$825.0K0.1%−398−8.5%ReducedHistory
FHNFirst Horizon CorpCOM50,121$816.0K0.1%+83+0.2%AddedHistory
CSCOCisco Systems, Inc.Stock14,879$810.0K0.1%+276+1.9%AddedHistory
BACBank of America CorpStock19,085$810.0K0.1%+2,957+18.3%AddedHistory
NSCNorfolk Southern CorpStock3,209$768.0K0.1%+523+19.5%AddedHistory
XYZBlock, Inc.CL A3,017$724.0K0.1%+632+26.5%AddedHistory
UNPUnion Pacific CorpStock3,655$716.0K0.1%+309+9.2%AddedHistory
LOWLowes Companies IncStock3,522$714.0K0.1%+155+4.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,871$706.0K0.1%+85+3.1%AddedHistory
ETREntergy CorpCOM7,030$698.0K0.1%+10.0%AddedHistory
Vanguard Financials ETF92204A405ETF7,500$695.0K0.1%00.0%Unchanged–
ARK Innovation ETF00214Q104ETF6,263$692.0K0.1%+692+12.4%Added–
FFord Motor CoStock47,440$672.0K0.1%−15,203−24.3%ReducedHistory
HWCHancock Whitney CorpCOM14,069$663.0K0.1%+204+1.5%AddedHistory
ABBVAbbVie Inc.Stock5,848$631.0K0.1%+242+4.3%AddedHistory
MCDMcDonalds CorpStock2,609$629.0K0.1%+10.0%AddedHistory
AXPAmerican Express CoStock3,664$614.0K0.1%−1,496−29.0%ReducedHistory
SBUXStarbucks CorpStock5,499$607.0K0.1%+5+0.1%AddedHistory
WYNNWynn Resorts LtdCOM7,092$601.0K0.1%+1,474+26.2%AddedHistory
GLWCorning IncCOM16,046$586.0K0.1%+21+0.1%AddedHistory
MMM3M CoStock3,311$581.0K0.1%−319−8.8%ReducedHistory
Schwab International Equity ETF808524805ETF14,510$562.0K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock959$548.0K0.1%+15+1.6%AddedHistory
IBMInternational Business Machines CorpStock3,924$545.0K0.1%+280+7.7%AddedHistory
TDToronto Dominion BankStock8,101$536.0K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,378$521.0K0.1%+116+9.2%AddedHistory

Sold out since Q2 2021 (17)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Resource Management, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
AMDAdvanced Micro Devices IncStock10,160$954.0K0.1%History
State Street Energy Select Sector SPDR ETF81369Y506ETF13,227$713.0K0.1%–
Global X FDS37954Y442CLOUD COMPUTNG15,930$455.0K0.1%–
Direxion Shs ETF Tr25459W862DRX S&P500BULL4,130$440.0K0.1%–
EVRGEvergy, Inc.Stock7,022$424.0K<0.1%History
OGEOGE Energy Corp.COM11,076$373.0K<0.1%History
DDominion Energy, IncStock4,992$367.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10010,500$361.0K<0.1%–
ProShares Tr74347R404PSHS ULT MCAP4004,800$308.0K<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF3,200$263.0K<0.1%–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,614$238.0K<0.1%–
SPDR Series Trust78464A821ST STR SP400GRW3,059$237.0K<0.1%–
MKCMcCormick & Co IncStock2,491$220.0K<0.1%History
RIORio Tinto PLCADR2,485$208.0K<0.1%History
ELEstee Lauder Companies IncCL A655$208.0K<0.1%History
ROKURoku, IncCOM CL A447$205.0K<0.1%History
LMTLockheed Martin CorpStock529$200.0K<0.1%History